by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 4, 2022 | Business Planning, Featured, Financial Services, Palma Financial Services, Pro Tips
>Your customers are scared. >>>The economy doesn’t look good. >>>The stock market could dump at any time. There are supply chain issues with boats being delayed across the glove. The Fed has printed so much money since 2008 that the bubble might...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 4, 2022 | EIDL Loan, Featured, Financial Services, Palma Financial Services, Pro Tips, Real Estate, Tax Planning
Major Client Win: $1.9 EIDL Loan Approved after the SBA denied his application 9 times. Another one of our clients found financial relief through SBA’s EIDL program. Our client had his SBA EIDL loan approved today for $1.9 Million after being turned down nine...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Nov 18, 2019 | Contributors, Featured
[cs_content][cs_element_section _id=”1″ ][cs_element_layout_grid _id=”2″ ][cs_element_layout_cell _id=”3″ ][cs_element_text _id=”4″ ][/cs_element_layout_cell][/cs_element_layout_grid][cs_element_layout_grid...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Oct 25, 2019 | Contributors, Featured
[cs_content][cs_element_section _id=”1″ ][cs_element_layout_grid _id=”2″ ][cs_element_layout_cell _id=”3″ ][cs_element_image _id=”4″ ][cs_element_text _id=”5″ ][cs_element_headline _id=”6″...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Sep 20, 2019 | Featured, Tax Resolution
[cs_content][cs_element_section _id=”1″ ][cs_element_layout_grid _id=”2″ ][cs_element_layout_cell _id=”3″ ][cs_element_text _id=”4″ ][cs_element_button _id=”5″...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Sep 12, 2019 | Featured, Life Insurance
September is Life Insurance Awareness Month (LIAM), and as a big producer I like to joke that I love Life Insurance so much that I would name my second son Liam after the month. Im used to hearing all the pros and cons about life insurance. However, I see few real...